Configuring Two-Factor Authentication (2FA)

Secure your user accounts with two-factor authentication! Requiring your staff users to log in with a password and a verification code sent via text is much safer, and helps to further protect your donors' personal information.

 


Enable two-factor authentication on your profile

To enable two-factor authentication on your profile, please go to your account settings by clicking on your organization's name on the top right to expand the option to display Settings

In your Profile section, please scroll down to see the option for Two-Factor Authentication. 

When clicking on Enable Two-Factor Authentication button, a window will display asking for a mobile phone number. Please supply your mobile number and click Send verification code.

A Verify Phone Number screen will display, and a verification code will also be sent to your phone at a similar time.

Please enter the code sent to your mobile phone in the Enter verification code field. For example, please enter 235876 from the screenshot example above. 

Now that you've enabled two-factor authentication for your user's profile, and you will be required to submit a verification code sent to your phone every time you log in to the Fundraise up platform. 

 


Disable two-factor authentication on your profile

To disable two-factor authentication on your profile, please go to your account settings by clicking on your organization's name on the top right to expand the option to display Settings

In your Profile section, please scroll down to see the option for Two-Factor Authentication. 

You can click on Disable Two-Factor Authentication button to disable the feature, and revert your user profile to being able to log in with just your username and password.

Please note that you cannot disable two-factor authentication for your user individually if an Organization Administrator on your account has set it to be required for all users. 

 


Require all users to log in with two-factor authentication

You can access the Team page of Settings by going to your account settings by clicking on your organization's name > Settings> Team.

To access this page, your user must have the Organization Administrator role. One of the options you have as an Organization Administrator on this page is to make two-factor authentication required for all users to log in.

In order to do so, you can click the Make 2FA Required button. Please note that this button will not be clickable if you have not enabled two-factor authentication for your own user first!

After clicking this button, you'll be asked to confirm your choice, as it is an important organizational step that interrupts the login experience for any users that haven't enabled two-factor authentication already.

If two-factor authentication has already been made required for all users already, you can instead remove the requirement by clicking the Make 2FA Optional button that'll be available in that section.

 


How to verify whom on your team has enabled two-factor authentication

To verify who has enabled two-factor authentication on your team, you can review the list of all users. You can access this on the Team page of Settings by clicking on your organization's name > Settings> Team.  

From this view, you may review the 2FA column to verify who has enabled two-factor authentication with either a check for enabled or x as disabled.